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For Companies At a Glance
- Tasks: Manage and develop a substantial client portfolio while delivering excellent financial advice.
- Company: Fast-growing wealth management firm with a supportive and collaborative culture.
- Benefits: Competitive salary up to £60,000 plus bonuses and excellent company benefits.
- Other info: Opportunity for career growth in a trust-based, non-micromanaged environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: QCF Level 4 qualification and proven track record in client-focused financial planning.
The predicted salary is between 60000 - 60000 £ per year.
An established and fast growing wealth management firm is seeking an experienced Financial Planner to join its expanding advisory team. With around 55 staff currently and significant private funding in place, the business has ambitious growth plans and expects to nearly double in size over the next 12 months. As part of this growth, the firm is acquiring a well established practice in the North-West. The retirement of senior advisers within that business has created a rare opportunity for an experienced Financial Planner to take over and develop a substantial existing client book.
The Opportunity
This role is ideal for an experienced adviser who enjoys working collaboratively and wants to be part of a firm that genuinely values its people and invests in long term growth. You will inherit a high quality client portfolio while also being generously rewarded for new business activity. Full administration, paraplanning and compliance support is provided, allowing you to focus on delivering excellent outcomes for clients.
What’s on Offer
- Base salary of up to £60,000, with flexibility for high performers or advisers bringing clients
- Bonuses of up to 45 percent of all new business written
- A clear salary and remuneration structure that rewards growth of your client book
- Excellent company benefits package
- A grown up working environment built on trust, not micromanagement
- A supportive, collaborative culture where people are rewarded for their efforts
- An office presence is encouraged to support teamwork, collaboration and culture
The Ideal Candidate
You will be a high quality, experienced Financial Planner with a strong professional reputation. You will be able to demonstrate:
- QCF Level 4 qualification as a minimum
- A proven track record of delivering compliant, client focused advice
- Experience managing and developing a client bank
- A collaborative mindset and desire to be part of a growing firm
- A values driven and professional approach to advice
- Advisers with a history of strong performance or the ability to bring clients across will be particularly attractive.
Next Steps
If you are an experienced Financial Planner looking to join a well funded, ambitious firm with an outstanding culture and genuinely attractive rewards, this opportunity is well worth exploring.
Financial Planner - Client book provided in Nottingham employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Client book provided in Nottingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local finance events, join relevant groups on social media, and don’t be shy about reaching out to potential clients or colleagues. Building relationships can open doors that you didn’t even know existed.
✨Showcase Your Expertise
Consider hosting a workshop or webinar to share your knowledge on financial planning. This not only positions you as an expert but also allows you to engage directly with potential clients. Plus, it’s a great way to demonstrate your collaborative mindset!
✨Leverage Your Existing Client Book
If you’ve got a solid client base, don’t hesitate to use it! Reach out to your existing clients for referrals or testimonials. Happy clients are often more than willing to recommend you to their friends and family, which can help you grow your new client book quickly.
✨Apply Through Our Website
We encourage you to apply through our website for this fantastic opportunity. It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll find all the details about our culture and values right there!
We think you need these skills to ace Financial Planner - Client book provided in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your QCF Level 4 qualification and any relevant achievements in managing client portfolios.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your collaborative mindset and how you align with our values. Mention your track record in delivering client-focused advice to grab our attention.
Showcase Your Client Management Skills: Since you'll be inheriting a substantial client book, emphasise your experience in managing and developing client relationships. We want to see how you've successfully grown your previous client bases!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our growing team!
How to prepare for a job interview at mbf
✨Know Your Numbers
As a Financial Planner, you’ll want to be well-versed in your financial metrics. Brush up on your past performance figures, client retention rates, and any relevant statistics that showcase your success. This will not only demonstrate your expertise but also show that you’re results-driven.
✨Understand the Firm's Culture
Research the company’s values and culture before your interview. Since they emphasise a supportive and collaborative environment, think of examples from your past where you’ve worked well in a team or contributed to a positive workplace culture. This will help you align your answers with what they value.
✨Prepare Client Success Stories
Be ready to discuss specific cases where you’ve successfully managed or developed a client bank. Highlight how you delivered compliant, client-focused advice and the outcomes achieved. This will illustrate your capability and reassure them that you can handle their existing client book effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s growth plans and how they support their advisers. Inquire about the resources available for client management and new business development. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.